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    Windward Private Wealth Management

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    Description

    • Windward Private Wealth Management is an independent, fee-only wealth management firm based in Overland Park, Kansas, and North Kansas City, Missouri. We help conservative investors preserve their wealth by designing customized portfolios that focus on tax-efficient, systematic investing rather than chasing market returns. With our three-pronged approach, we help our clients: Develop a plan Save taxes Preserve capital As a result, you can have confidence that your money will last for the rest of your life.
    • location

      Headquarters:10955 Lowell Avenue Suite 410, Overland Park, Kansas, United States

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    • Windward Private Wealth Management phone

      Phone Number: +1 913-381-7411

    • Windward Private Wealth Management website

      Website: https://www.windwardfp.com/

    • Windward Private Wealth Management employees

      Employees:10

    • Windward Private Wealth Management revenue

      Revenue:$1 - 10M

    • Windward Private Wealth Management legal name

      Legal Name:Windward Private Wealth Management

    • Windward Private Wealth Management's Social Media

      Windward Private Wealth Management linkedin Windward Private Wealth Management twitter
    • done Is this data correct?

    • |  NAICS Code: 523930  |

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    Person level website identification

    CEO for Windward Private Wealth Management

    Darrell Tierney

    President, Chief Executive Officer And Senior Wealth Manager

    Person level website visitor identification

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    View Employees

    Matthew Bellomo

    Wealth Manager

    Brandy Ward

    Wealth Manager

    Kathy Washburn

    Operations Manager And Tax Preparer

    Steven Osborne

    Senior Wealth Manager

    Emily Petty

    Wealth Manager

    Frequently Asked Questions regarding Windward Private Wealth Management

    • Where are Windward Private Wealth Management's Headquarters?

      Windward Private Wealth Management's Headquarters are in 10955 Lowell Avenue Suite 410,Overland Park,Kansas,United States

    • What is Windward Private Wealth Management's phone number?

      Windward Private Wealth Management's phone number is +1 913-381-7411

    • What is Windward Private Wealth Management's official website?

      Windward Private Wealth Management's official website is https://www.windwardfp.com/

    • What is Windward Private Wealth Management's Revenue?

      Windward Private Wealth Management's revenue is $1 - 10M

    • What is Windward Private Wealth Management's NAICS code?

      Windward Private Wealth Management's NAICS code is 523930

    • How many employees are working in Windward Private Wealth Management

      Windward Private Wealth Management has 10 employees

    • What is Windward Private Wealth Management's Industry?

      Windward Private Wealth Management is in the industry of Financial Services

    • Who is Windward Private Wealth Management's CEO?

      Windward Private Wealth Management's CEO is Darrell Tierney

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